CLE Program

ADR Services, Inc., is a California State Bar certified MCLE provider that offers legal education programs to our clients throughout California at no charge.

Loading Events

« All Events

  • This event has passed.

Individual Trutees’ Duties In An Ever Changing Economy

Presented at the Santa Monica Bar Association Truste & Estates Luncheon

April 27 | 12:00 pm - 1:30 pm PDT

1 Hour General Credit


Thursday, April 27, 2023

12:00 PM – 1:30 PM

JW Marriott Santa Monica Le Merigot; 1740 Ocean Avenue, Santa Monica, CA 90401


  • SMBA Members $80
  • Non-Members $90

Description: Many individuals are serving as trustee for the first time, for a family member or close friend. As attorneys, how involved must you be in outlining their duties, checking in on status, and answering questions regarding trust administration? With recent changes in the economic landscape, the trustee’s obligations in proactively managing assets cannot be ignored. Retired Judge Craig Karlan and Carmen Alberio have reviewed thousands of petitions for breach of fiduciary duty, and have seen the downstream results of trust mismanagement. In this program, learn how to set your individual trustee clients up for success, and check in with them along the way. Judge Karlan and Ms. Alberio are now taking on the world of probate dispute resolution, making use of their combined over 40 years of probate experience, and will also discuss their unique co-mediation approach.

Click here to register

Please Share


April 27
12:00 pm - 1:30 pm PDT